To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments
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Develop and maintain a portfolio of high-value corporate and institutional clients, acting as their primary point of contact for all banking needs.
Proactively identify and assess client financial requirements, offering suitable RHB Bank products and services, including corporate lending, trade finance, cash management, treasury solutions, and other investment products.
Drive new business acquisition through effective prospecting, networking, and cross-selling initiatives within the assigned client segment.
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Proactively engage with existing and potential clients to understand their financial needs, objectives, and risk appetite.
Conduct thorough financial needs analysis, including investment, insurance, savings, and loan requirements.
Develop and present tailored financial plans and recommendations to clients, covering a spectrum of RHB Bank's products such as deposits, loans, credit cards, unit trusts, insurance, and wealth management solutions.
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To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments
...
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments
...
To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments
...
Proactively identify and engage with potential and existing clients to understand their financial needs, goals, and risk profiles.
Conduct thorough financial needs analysis, including savings, investments, protection, and retirement planning.
Develop and present tailored financial plans and solutions, encompassing a wide range of RHB Bank's products such as deposits, loans, credit cards, insurance, unit trusts, and other investment instruments.
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Manage a retail branch that caters to all retail and commercial market segments offering a wide range of products and services in a high growth area
To engage, manage and address business requirements and financial needs of the local business communities such as SME, Corporate/Commercial, Trade associates, Government agencies, local council & committee, local social centres, schools/ learning centres and etc.
Grow customer base and elevating the local community’s perception on RHB Bank’s brand and reputation
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Produce analytical deliverables using SAS/ Analytics Tools and drive analytics adoption and execution effectiveness with Tribes members.
Assist Chapter Lead to engage stakeholders to produce continuous improvement in acquiring new data sources and applying advance analytics capabilities to uncover hidden opportunities.
Well-versed in using data generation tools to perform day-to-day tasks such as generating analytics insights and campaign leads opportunities and fulfillments from granular data points with quality and accuracy.
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Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
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Proactively identify, acquire, and onboard new individual clients through various channels such as referrals, networking, and outreach activities.
Conduct comprehensive financial needs analysis and risk assessments to understand clients’ current financial position, future goals, and risk tolerance.
Develop and present tailored financial plans and investment strategies aligned with clients’ objectives.
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Prepare and proactively execute sales plans for prospective customers sourced from the Bank’s leads (LMS) and self-generated leads.
Actively participate and collaborate with other sales personnel at PBC/branch/region levels on sales activities and campaigns for customer acquisition and retention.
Provide investment and wealth advisory services to customers, including portfolio management support.
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